Zoom meetings, blog postings, and various forms of content marketing have become the new normal to such an extent that the term “Zoom fatigue” has entered our lexicon. That said, well-executed Zoom meetings have effectively replaced in-office meetings with clients, prospects, and COIs. The key is making certain they’re well-executed and everyone is comfortable with the technology.  

Short emails with creative subject lines and new information in the body will help to increase the odds of your email being opened. Only about 25% of sales emails are opened.

When was the last time you received a handwritten note or card? These are becoming a rarity. This is why affluent clients appreciate the personal touch and many will actually save these handwritten notes.

 The good old phone call has been elevated to a welcome form of personal communication. The key is to always make certain to include a personal component to your discussion – it can actually be the entire reason you’re reaching out.

During times of uncertainty, people are thirsty for knowledge. You don’t have to have all the answers, but a bi-monthly educational webinar for clients, COIs, and prospects is an excellent medium for showcasing both your knowledge and professionalism.

Small, personalized gifts have always been a nice touch that tended to stimulate word-of-mouth-influence and unsolicited referrals – now, in the form of a COVID-19 Relief package, they’ve accelerated the spread of word-of-mouth as clients and COIs not only appreciate them but are communicating with people in their spheres-of-influence more frequently.

When you’re emotionally connected to your clients, sending an article of interest is one of the easiest ways to stay top-of-mind and provide value. Obviously, this requires you to really know your clients.

A quick note of thanks after a call, Zoom meeting, or following-up on any form of communication is a simple way of “staying top-of-mind” touch.

Much like a text message, keep it short and sweet, whether it’s a follow-up or an attempt at having a conversation – a message is a positive touchpoint. Make it clear, concise, and audible!  

Now that everyone is spending so much time on their computers, digital newsletters are being read more than ever. The key is to make them both relevant and personal. Even if it’s a compliance-approved stock newsletter, add a personal message. 

This is an excellent medium for people to feel as though they’re having a personal interaction with you. Whether it’s clients, prospects, or COIs – short, content-focused videos that are well-produced are quite powerful. They enable you to share relevant information (content) and showcase your professionalism along with your personal style. 

Be it in your office (fully masked) for a meeting, on the golf course, or at an outside cafe for a cup of coffee, face-to-face will never go away. Don’t be surprised if many of your affluent clients prefer a Zoom meeting to an in-office meeting, but would enjoy a round of golf, or a coffee at an outside cafe. Once again, the key is knowing your clients.